Kellie Morrison, CFA

Vice President and Investment Officer of HighGround Trust Company

Kellie serves as the Senior Director of Client Investment Solutions and leads all investment activity for HighGround’s Client Solutions team. Kellie began her career at HighGround Advisors in 1989 and has served in various key investment positions during her tenure.

In her current role, Kellie collaborates closely with HighGround’s investment team to enhance the existing investment platform and develop custom solutions tailored to the needs of our client partners. She guides the strategy, design, implementation, and ongoing monitoring and evaluation of client investment portfolios. Additionally, Kellie works closely with nonprofit organizations as they evaluate HighGround’s investment management options.

Kellie is also the Vice President and Investment Officer of HighGround Trust Company, which was established in 1996 and chartered by the Texas Department of Banking.

She holds a BA and an MBA from Baylor University, is a Chartered Financial Analyst (CFA®) charterholder and is a member of both the CFA Institute and the CFA Society Dallas/Fort Worth. She is also a Board Member for Equest, an organization providing therapeutic horsemanship activities and therapies to children and adults with physical, cognitive, sensory, coping and learning disabilities.

Officers

Jeff W.  Smith
Jeff W. Smith
President and Chief Executive Officer
Ben  Curry, CPA
Ben Curry, CPA
Senior Vice President and Chief Operating Officer
David M. Slover
David M. Slover
Senior Vice President and Chief Strategy Officer
Joe H.  Wright, Jr.
Joe H. Wright, Jr.
Senior Vice President and Chief Investment Officer
Kari L. McGregor, CPA
Kari L. McGregor, CPA
Vice President and Chief Financial Officer
Joe Hancock
Joe Hancock
Vice President and General Counsel
Kellie  Morrison, CFA
Kellie Morrison, CFA
Vice President and Investment Officer of HighGround Trust Company
Colleen  Sims
Colleen Sims
Vice President for Institutional and Donor Services of HighGround Trust Company